Sell Intuit (INTU) stock to fund a goal
Calculator · free · no signup · INTUNeed cash for a goal? Plan the minimum-tax schedule to sell your vested Intuit (INTU) shares and net a target amount by a target date, across tax years.
Beta · invite-only · AlphaLatitude Inc. · Free Tools
Inputs
Your equity
One stack per ticker (current-employer RSUs, prior-employer holdings, index fund, etc.). Each stack has its own current price, growth assumption, and cost-basis lots.
Lots
Plan
Estimates only. Not financial advice.
Lock-in-now is deterministic (0%). Plans that wait depend on future prices; risk is near-zero when inventory comfortably exceeds the goal. Volatility: each stack's option-implied vol if a ticker is set, otherwise 30%. Lognormal model; real markets have fatter tails.
| Tax | $111,637 | $110,752 | $111,637 | $119,397 |
| Wealth @ target | $726,476 | $680,919 | $726,476 | $721,823 |
| Chance of shortfall | 2.5% | 0% | 2.5% | 4.8% |
Feasible
$400,051 net by 08/01/27
Total tax: $111,637 (federal $59,593, state $36,947, NIIT $15,097)
Schedule · Recommended
| Sale date | Shares | Tax | Net | Cumulative |
|---|---|---|---|---|
| 06/30/26 | 173 | $14,974 | $15,410 | |
| 07/31/26 | 300 | $26,124 | $42,233 | |
| 08/31/26 | 300 | $26,281 | $69,157 | |
| 09/30/26 | 300 | $26,434 | $96,180 | |
| 10/31/26 | 300 | $26,594 | $123,305 | |
| 11/30/26 | 300 | $26,749 | $150,529 | |
| 12/31/26 | 300 | $26,910 | $177,857 | |
| 01/31/27 | 300 | $27,073 | $205,289 | |
| 02/28/27 | 300 | $27,221 | $232,814 | |
| 03/31/27 | 300 | $27,385 | $260,444 | |
| 04/30/27 | 300 | $27,546 | $288,176 | |
| 05/31/27 | 300 | $27,712 | $316,013 | |
| 06/30/27 | 300 | $27,875 | $343,953 | |
| 07/31/27 | 300 | $28,043 | $372,000 | |
| 08/01/27 | 300 | $28,052 | $400,051 |
Risk vs wealth
Each dot is a possible plan. Right is riskier, up is more wealth left over.
Trajectory of cash netted
Solid line = expected. Shaded band = 10th–90th percentile under price uncertainty.
After the plan
You keep 3,627 shares worth $436,251 at the projected target-date price, invested for the next decision.
About Intuit
Intuit (INTU) is a public Cloud/SaaS company, incorporated in Delaware and headquartered in Mountain View, CA. IPO'd Mar 12, 1993.
Last close: $322.14 per share (as of 2026-06-03).
Equity grants at Intuit typically include restricted stock units (RSUs).
Intuit Inc. is an American multinational business software company that specializes in financial software. Headquartered in Mountain View, California, the company is led by CEO Sasan Goodarzi. Intuit's products include the tax preparation application TurboTax, the small business accounting software QuickBooks, the credit monitoring and personal finance service Credit Karma, and the email marketing platform Mailchimp. As of 2019, more than 95% of its revenue and earnings originated from its operations within the United States. Intuit is listed on the Nasdaq stock exchange and is a component of the Nasdaq-100, S&P 100, and S&P 500 stock market indices.
Source: Wikipedia (CC BY-SA 4.0)
Founded in 1983 by Scott Cook and Tom Proulx in Mountain View, California, Intuit went public on NASDAQ in March 1993 under ticker INTU. The company anchors small-business and consumer finance with TurboTax and QuickBooks, then expanded through the $8.1B Credit Karma acquisition in 2020 and the $12B Mailchimp deal in 2021. Sasan Goodarzi has led as CEO since 2019, steering recent annual revenue near $17B and rolling out Intuit Assist, a generative AI layer woven across the product suite.
Sources: intuit.com · en.wikipedia.org
Equity comp at Intuit
- RSUs use single-trigger vesting: shares become yours as each portion vests on schedule, and the value is taxed as ordinary income at that point. No IPO or acquisition is required.
Researched 2026-05-07.
OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by Intuit.
If you hold vested Intuit (INTU) shares and need a set amount of cash by a date (a house down payment, tuition, a sabbatical, a business buy-in), the question is which lots to sell and in which tax years to keep the most after tax. This calculator builds the minimum-tax sell schedule across your lots, accounting for federal long-term capital gains, the net investment income tax, and your state.
Example: a 5,000-share INTU position at $322.14 is worth $1,610,700. Say you need $150,000 of it for a house down payment by next spring. Selling enough shares all in one tax year can push the gain into the higher long-term capital-gains bracket and trigger the 3.8% net investment income tax; spreading the sale across two tax years often nets more. The calculator above finds the minimum-tax sell schedule across your specific lots, basis, goal, and date.
All Intuit tools → · Use the generic Stock Sale Funding Calculator for any company.
Intuit equity questions
- How much INTU stock do I sell to fund a goal without overpaying tax?
- It depends on your cost basis, your target amount and date, and how the sale spreads across tax years. Selling vested INTU shares triggers long-term capital-gains tax, plus the 3.8% net investment income tax and state tax above certain income, and bunching a large sale into one year can push the gain into a higher bracket. The calculator above builds the minimum-tax sell schedule across your lots to net your target amount by your date.
- Does Intuit grant ISOs, NSOs, or RSUs?
- Equity compensation at Intuit typically takes the form of restricted stock units (RSUs). Restricted stock units are taxed as ordinary income when they vest.
- Do Intuit RSUs use double-trigger vesting?
- No. Intuit restricted stock units (RSUs) use single-trigger vesting: each tranche becomes yours as it vests on schedule, taxed as ordinary income at that point, with no liquidity event required.
One piece of the puzzle.
OptionsAhoy plans your Intuit equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.